CapBack is a market leader in the use of Xplan. Our Xplan package includes access to the Xplan modules you select (at a discounted rate from the retail cost and charged monthly to help you manage your P&L). In addition, you receive access to a dedicated internal Xplan support helpdesk during business hours (AEST); setup of your self licensed Xplan environment; access to Xplan coaching as and when required; and access to one on one Xplan training.

CapBack provides an efficient revenue management solution that aligns with Xplan. The benefits include accurate and timely processing of all revenue, regular reporting of outstanding revenue, as well as detailed revenue reports available online twice a month (including full details of client, fund manager, investment and related details). You can also login for real time updating using the CommPay Xplan module.

Our overall research environment is substantial and designed to help you do business.

We provide self licensed AFSLs with an industry leading, extensive Approved Product List (APL) sourced from the highly professional third party provider, Lonsec; in addition to support from our Research Coordinator.

Undertaking ongoing training and education to maintain and update the knowledge and skills appropriate to an individual’s authorisation is a key requirement for any AFSL.  

The training and education package includes participation in PD days, webinars, online training and access to CapBack’s online training management system so you can easily track and manage your CPD.

Our marketing and communications support services include branded quarterly newsletters, monthly social media content, regular Bulletins and ad hoc support for one off flyers, etc. We can also assist with website development and more comprehensive requests on an as needs basis.

This package includes guidance and support to ensure your adherence to relevant laws and regulations, including access to a regtech system to enhance efficiencies and consistency.

This is coupled with access to white label templates and guides; audit reviews to help you identify any deficiencies; and formal Responsible Manager training including quarterly forums.

The preparation of advice documents (Statement of Advice, etc.) is an essential part of the advice process but it can also be an onerous and time consuming task. The alternative to preparing plans yourself is to outsource this function.

CapBack can provide one on one business coaching to help you achieve your business objectives.

This service includes different modules related to the stage and structure of your AFSL, such as establishing your client value proposition, setting and positioning your fees, to detailed business analytics and succession planning.